| | 02-27-2013, 03:22 PM #1
So, two years after the 'Burning Platform' message from Elop, where is Nokia at now?
It would seem that so far the strategy has worked out. Obviously there are a few kinks along the way, things that you simply do not see coming but overall I'd say Nokia delivered. If you listen to the message which is broadcast by Nokia over the last two years it has gone from;
The burning platform (2yrs ago)
Elop was right here. Symbian was a dead end and would not scale down (or up) well to go where it needed to go. Meego was cool, but it also was not _really_ going anywhere. Also seeing where Sailfish is going now it was good to cut the cord IMO. The quick result was;
Getting with the WP program to getting a solid phone out to market quick (L800)
The Lumia 800 was a brilliant effort using the parts left from the N9 development and building on that. It showed perfectly where the Nokia/MSFT partnership would go. Then we went to;
Implementing existing tech and in-house innovation into the handsets (L920)
It's hard to deny or ignore the 920 is the most innovative phone around. The tech it uses is new to mobile phones and for a large part years ahead of the competition. When delivered the message changed to;
Getting a full product range (520-920)
This MWC we see the range of phones basically covering every budget. The clear story is that each new model range will see the innovations from the previous scale down and enter into the lower range phones. If you look objectively the 920 was a new top of the line then we saw 900 > 820, 800 >720, 710>620 and 610 > 520. I am pretty sure we'll see the same trend when the line up refreshes in the fall. This also leads us to the current message;
Getting these phones into the hands of users (keynote MWC 2013) and 'We are very interested.... In Blackberry users' (Elop in the Bloomberg interview a day or so ago).
It shows that Nokia clearly had the strategy to build the product range, then go out and sell, sell, sell and this is where we are right now. If they pull this off I think we'll see the shortages gone soon. They created the demand and started building momentum. Now is the time to step on the gas and run with it. If you follow the interviews Elop has given over the past few years he follows the exact strategy as above. The current message seems to indicate Nokia feels they are ready to do battle. In a big way.
I think we're in for some exiting times.
Oh and this is just my thoughts.. Obviously your mileage may vary, but feel free to comment..